Case Study

A client came into a significant amount of new money and was unclear of exactly what they needed to do and how it would impact their goals. Working proactively, we identified the need to update their estate plans, and during that process discovered that the client had a strong desire to give away as much money as they possibly could. Our planning staff worked with the estate attorney and the CPA to determine how much they could give in light of their other goals. We also identified the most tax efficient way to establish a legacy of philanthropy and to safeguard distributions to the children. We continue to manage the client’s charitable funds and to advise on the children’s finances.

*This is a case study and is not indicative of future performance. Your experience may vary.